Tectonic Advisors

Tectonic Advisors

Tectonic Advisors was established by A. Haag Sherman, who also serves as CEO of affiliated Tectonic Financial. Sherman sits on the board of CBIZ. The firm maintains an additional office in Plano, Texas. Tectonic provides portfolio construction and asset allocation services to high-net-worth families. Its confirmed investment types include private equity, private credit, real estate, infrastructure, hedge funds, commodities, and direct co-investments. Geographic activity centers on North America. Sector exposure includes Energy Transition & Renewables, PropTech, and FinTech alongside Enterprise Software. The firm reports 4,346 million USD under management. It maintains relationships with philanthropic vehicles including Bo's Place, the Children's Museum of Houston, and the Metropolitan Museum of Art. George L. Ball previously held leadership roles at the Bond Club of New York and the Securities Industry Association. Tectonic's structure ties ownership to Cain Watters & Associates partners who hold 31.14 percent of Tectonic Financial while directing client assets to the advisor. This creates a hybrid model that blends multi-family office services with an external distribution network.